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117. The Great AI Gold Rush: Cloud Giants Bet Billions while Agent Wars Ignite
November 8, 2025
The AI infrastructure race is heating up fast, and John Furrier and Dave Vellante are right in the middle of it on the latest episode of theCUBE Pod. Recorded at the New York Stock Exchange, the two break down the billion-dollar battle for AI dominance, energy constraints and data control shaping the future of cloud.

Furrier and Vellante dig into the “Great AI Gold Rush,” where cloud giants such as Amazon and Microsoft are investing heavily to secure compute power and energy access. They connect the dots between major deals, including AWS’s engagemen... Read more
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